Managing Opportunity Rank

This article explains how to Add, Edit or Delete Opportunity Rank in Fortix Systems. Having Opportunity Ranks is useful to keep track of your opportunities and to prioritise them. This will enable the business to manage the opportunity pipeline and focus resources on where the next step will lead to a sale.

Click on BUS DEV tab then Manage Options in the heading bar. The OPPORTUNITY OPTIONS Quick Menu will open. Click Ranking.

The address bar link is: /?codelists&cl=wf_opportunity_rankings

The Picklists - Opportunity Rankings will open. Locate the Add New Menu option on the right side to Add New Rank.

The ADD NEW OPPORTUNITY RANK from will open.

  1. Add a Unique Name for the Opportunity rank
  2. Decide the position "order" in the drop-down list this type would show in.
  3. Decide if this is a default Opportunity Rank.
  4. Choose which profile this belongs to.

Click SAVE.

To Edit, Click on the Underlined Name.

The EDIT OPPORTUNITY RANK form opens. Make the changes you require and Click SAVE.

To Delete a Rank, Click Delete on the right side of the row you want to remove.

Click OK to confirm permanent removal.

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